Is US equity overvalued?
Traditional valuation ratios are approaching levels not seen since the dot-com bubble, says MSCI
Investment
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Infrastructure a ‘huge opportunity’ from a net zero viewpoint
Head of strategic asset allocation at Aberdeen Standard says cost of capital is cheaper for renewables
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Forget the US election crystal ball
It’s not only the winner you need to predict, says one portfolio manager
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Will US funds remain a beacon of stability after the election?
Several renowned North America funds have seen large inflows over the past three months
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Net outflows push GAM to beef up ESG
New head of sustainable and impact investment role to be filled imminently
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How can European SMEs recapitalise after packing on the debt?
What alternative funding options could come into play?
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Is it too early to start planning a covid comeback?
‘There is the potential for 2021 to be the opposite of 2020’ – but the state of play could be very different
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Allure of Asia ex-Japan equities strengthened in Q3
Experts at Amundi Asset Management, RWC Partners and Matthews Asia weigh in
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How much would US tech giants’ breakup benefit smaller players?
Evidence points to abuse of power but questions remain about political ability to curb their influence
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A brave new dawn for European infrastructure investment?
Covid recovery efforts likely to appeal yield-hungry investors
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Covid strengthens case for European Capital Markets Union
As it would allow firms to benefit from more diverse funding sources
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Will the SDGs be in vogue for EM indices?
FTSE Russell equity index to lower fossil fuel reserve exposure by 60% and up green revenue by around 30%